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Salesforce + Typeform: form responses as CRM Leads.

Create Salesforce Leads from Typeform submissions with answers mapped to custom fields. AI-score before adding to your pipeline.

Trigger app
Salesforce as the trigger

Workflows fire when something happens in Salesforce.

  • Salesforce has no triggers yet. Use the catalog's universal Webhook trigger as the upstream.
Action app
Typeform as the action

Workflows do something in Typeform, instantly.

Both directions

Pick the way that fits your stack.

Pair pages are mirrored. Each direction gets its own dedicated page.

SalesforceTypeform

When something happens in Salesforce, do it in Typeform.

0 Salesforce triggers wired to 2 Typeform actions.

    TypeformSalesforce

    Or fire it the other way around.

    2 Typeform triggers wired to 13 Salesforce actions downstream.

    See TypeformSalesforce
    Popular pairings

    Common Salesforce → Typeform workflows.

    Pick a pairing to set it up in two minutes. Each one is a fully editable recipe.

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    How it works

    Connect Salesforce and Typeform in five steps.

    No code, no glue, no half-day setup. Each step is one click.

    1. 1
      Connect
      Authorize Salesforce and Typeform

      Open Tiny Command, authorize Salesforce and Typeform once each. Both connections are available to every workflow on your account.

    2. 2
      Trigger
      Pick a Salesforce trigger

      Drop the Salesforce → New event trigger onto the canvas. Tiny Command auto-registers the webhook.

      POST /v1/webhooks/salesforce.event
    3. 3
      Transform
      Add a filter or AI step

      Optionally add a Filter node ("subject contains URGENT") or an AI step ("classify intent") between trigger and action.

    4. 4
      Action
      Add the Typeform action

      Drop the Typeform → List Forms action below it. Map fields from the Salesforce payload into the Typeform inputs.

      typeform.list-forms
    5. 5
      Publish
      Publish and forget

      Hit Publish. Tiny Command runs it in production from second one. Watch the run-log fill up.

    FAQ

    Questions about Salesforce + Typeform.

    How do I create a Salesforce Lead from a Typeform?
    Typeform Response Submitted → Salesforce Find or Create Lead by email with name + custom fields mapped from Typeform answers. Tag with form source.
    Can I AI-score Typeform before adding to Salesforce?
    Yes. Claude/OpenAI step returns {score, segment, reasoning}. Write to SFDC custom fields at Lead creation. Reps see the AI-derived score with reasoning.
    How do I route Typeforms to different SFDC pipelines?
    Switch on a Typeform answer (e.g., "use case"). Sales-lead form → standard Lead. Support form → Case in SFDC Service Cloud. Each gets a different Create action.
    Can I create a SFDC Opportunity alongside the Lead?
    Yes. After Find or Create Lead, Salesforce Create Opportunity with amount derived from Typeform answers (e.g., team size × per-seat price) + associated to the new Lead.
    How do I prevent duplicate SFDC Leads from resubmitted Typeforms?
    Email is the natural key. Salesforce Find or Create Lead by email is dedupe-safe. Or use external_id custom field for Typeform submission_id.
    Can I trigger SFDC workflows after Typeform submission?
    Yes. Set a SFDC custom field "Typeform Submitted Date" on Lead. SFDC workflows can use it as enrollment criteria for follow-up sequences or rep alerts.
    Related

    Other apps that pair well with Salesforce.


    Wire Salesforce to Typeform in 2 minutes.

    Free tier available. No credit card. No onboarding call.